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YOUSIF CAPITAL MANAGEMENT, LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $8,868,095,172
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVidia Corp · COM · 67066G104 · shares: $518,445,020
- Apple Inc · COM · 037833100 · shares: $486,892,566
- Microsoft Corp · COM · 594918104 · shares: $378,066,019
- Amazon.Com Inc · COM · 023135106 · shares: $241,987,934
- Alphabet Inc Cap Stock Cl A · COM · 02079K305 · shares: $195,212,570
- Meta Platforms Inc · COM · 30303M102 · shares: $162,104,920
- Broadcom Inc · COM · 11135F101 · shares: $159,489,955
- Alphabet Inc Cap Stock Cl C · COM · 02079K107 · shares: $156,988,050
- Micron Technology Inc · COM · 595112103 · shares: $123,418,646
- Berkshire Hathaway Inc Cl B · COM · 084670702 · shares: $99,809,098
Reported holdings
1,652 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| International Flavors & Fragra | COM | 459506101 | — | 26,885 shares | $2,244,360 |
| Globus Med Inc Cl A | COM | 379577208 | — | 29,962 shares | $2,244,154 |
| Tetra Tech Inc | COM | 88162G103 | — | 67,464 shares | $2,222,939 |
| Sm Energy Co | COM | 78454L100 | — | 65,728 shares | $2,220,307 |
| Global Payments Inc | COM | 37940X102 | — | 27,128 shares | $2,215,544 |
| General Mills Inc | COM | 370334104 | — | 68,585 shares | $2,205,694 |
| Cdw Corp | COM | 12514G108 | — | 17,164 shares | $2,199,738 |
| Omnicom Group Inc | COM | 681919106 | — | 29,817 shares | $2,195,426 |
| Oshkosh Corp | COM | 688239201 | — | 16,954 shares | $2,184,014 |
| Udr | RT | 902653104 | — | 64,864 shares | $2,176,187 |
| Paycom Software Inc | COM | 70432V102 | — | 9,993 shares | $2,174,983 |
| Camden Property Trust | RT | 133131102 | — | 22,482 shares | $2,174,684 |
| Interdigital Inc | COM | 45867G101 | — | 6,657 shares | $2,170,648 |
| Element Solutions Inc | COM | 28618M106 | — | 59,563 shares | $2,160,963 |
| Verisign Inc | COM | 92343E102 | — | 7,613 shares | $2,146,942 |
| Bunge Global SA | COM | H11356104 | — | 20,061 shares | $2,145,524 |
| Old Natl Bancorp Ind | COM | 680033107 | — | 87,051 shares | $2,144,937 |
| Tg Therapeutics Inc | COM | 88322Q108 | — | 38,299 shares | $2,136,318 |
| Ugi Corp | COM | 902681105 | — | 59,673 shares | $2,128,536 |
| Packaging Corp America | COM | 695156109 | — | 9,270 shares | $2,125,240 |
| Fidelity Natl Information Serv | COM | 31620M106 | — | 64,368 shares | $2,117,707 |
| Dycom Industries Inc | COM | 267475101 | — | 7,828 shares | $2,106,358 |
| Core & Main Inc Cl A | COM | 21874C102 | — | 50,540 shares | $2,096,399 |
| Columbia Banking Systems Inc | COM | 197236102 | — | 73,051 shares | $2,089,259 |
| Globe Life Inc | COM | 37959E102 | — | 12,564 shares | $2,081,227 |
| Lennar Corp Cl A | COM | 526057104 | — | 25,440 shares | $2,075,650 |
| Skyworks Solutions Inc | COM | 83088M102 | — | 24,186 shares | $2,067,419 |
| Lyondellbasell Industries NV A | COM | N53745100 | — | 35,951 shares | $2,066,104 |
| Chord Energy Corp | COM | 674215207 | — | 15,405 shares | $2,065,348 |
| BroADRidge Financial Solutions | COM | 11133T103 | — | 12,797 shares | $2,061,597 |
| Aptargroup Inc | COM | 038336103 | — | 16,989 shares | $2,058,387 |
| Western Alliance Bancorp | COM | 957638109 | — | 27,406 shares | $2,058,191 |
| Chesapeake Energy Corp | COM | 165167735 | — | 24,306 shares | $2,043,892 |
| Weyerhaeuser Co | RT | 962166104 | — | 107,088 shares | $2,040,026 |
| Prosperity Bancshares Inc | COM | 743606105 | — | 30,795 shares | $2,038,937 |
| Timken Co | COM | 887389104 | — | 17,451 shares | $2,037,404 |
| Healthpeak Properties Inc | RT | 42250P103 | — | 101,023 shares | $2,017,429 |
| Nrg Energy Inc | COM | 629377508 | — | 21,088 shares | $2,017,067 |
| International Paper Co | COM | 460146103 | — | 60,704 shares | $2,013,552 |
| Stag Indl Inc Com | RT | 85254J102 | — | 55,723 shares | $1,995,441 |
| Esco Technologies Inc | COM | 296315104 | — | 7,517 shares | $1,992,845 |
| Maxlinear Inc | COM | 57776J100 | — | 22,046 shares | $1,990,974 |
| Charter Communications Inc Cl | COM | 16119P108 | — | 17,952 shares | $1,990,877 |
| Viper Energy Inc Cl A | COM | 64361Q101 | — | 49,870 shares | $1,989,314 |
| Life Time Group Holdings Inc C | COM | 53190C102 | — | 49,854 shares | $1,988,178 |
| Cf Industries Holdings Inc | COM | 125269100 | — | 17,177 shares | $1,978,790 |
| Healthequity Inc | COM | 42226A107 | — | 22,346 shares | $1,976,727 |
| Stonex Group Inc | COM | 861896108 | — | 30,548 shares | $1,974,623 |
| Autoliv Inc | COM | 052800109 | — | 17,626 shares | $1,972,173 |
| Assurant Inc | COM | 04621X108 | — | 7,479 shares | $1,970,716 |
| Southwest Airlines Co | COM | 844741108 | — | 47,093 shares | $1,960,953 |
| Lithia Motors Inc Cl A | COM | 536797103 | — | 6,713 shares | $1,959,055 |
| Idacorp Inc | COM | 451107106 | — | 14,899 shares | $1,947,746 |
| Lincoln Natl Corp Ind | COM | 534187109 | — | 48,357 shares | $1,946,840 |
| Booz Allen Hamilton Holding Co | COM | 099502106 | — | 28,006 shares | $1,944,177 |
| Reddit Inc Cl A | COM | 75734B100 | — | 13,586 shares | $1,935,190 |
| National Fuel Gas Co Nj | COM | 636180101 | — | 25,471 shares | $1,932,230 |
| Commercial Metals Co | COM | 201723103 | — | 30,978 shares | $1,923,734 |
| Hanover Insurance Group Inc | COM | 410867105 | — | 8,979 shares | $1,922,583 |
| Federal Signal Corp | COM | 313855108 | — | 17,263 shares | $1,912,597 |
| Agco Corp | COM | 001084102 | — | 16,734 shares | $1,911,525 |
| Viatris Inc | COM | 92556V106 | — | 107,836 shares | $1,910,854 |
| Jefferies Financial Group Inc | COM | 47233W109 | — | 41,762 shares | $1,909,776 |
| Commerce Bancshares Inc | COM | 200525103 | — | 34,828 shares | $1,906,485 |
| Simpson Manufacturing Co Inc | COM | 829073105 | — | 11,143 shares | $1,904,116 |
| Silicon Laboratories Inc | COM | 826919102 | — | 8,584 shares | $1,902,043 |
| Arcosa Inc | COM | 039653100 | — | 12,969 shares | $1,895,438 |
| First Solar Inc | COM | 336433107 | — | 10,816 shares | $1,894,531 |
| Cleveland Cliffs Inc | COM | 185899101 | — | 171,245 shares | $1,885,407 |
| Builders FirstSource Inc | COM | 12008R107 | — | 32,982 shares | $1,880,304 |
| Incyte Corp | COM | 45337C102 | — | 15,431 shares | $1,872,552 |
| Zebra Technologies Corp Cl A | COM | 989207105 | — | 5,016 shares | $1,872,523 |
| Houlihan Lokey Inc Cl A | COM | 441593100 | — | 14,799 shares | $1,869,706 |
| Nebius Group N V | COM | N97284108 | — | 7,889 shares | $1,860,857 |
| Vicor Corp | COM | 925815102 | — | 6,438 shares | $1,860,196 |
| Chemed Corp | COM | 16359R103 | — | 3,675 shares | $1,856,132 |
| Axalta Coating Systems Ltd | COM | G0750C108 | — | 57,653 shares | $1,854,120 |
| Terreno Rlty Corp | RT | 88146M101 | — | 28,704 shares | $1,852,844 |
| Mohawk Industries Inc | COM | 608190104 | — | 14,849 shares | $1,851,967 |
| Kraft Heinz Co | COM | 500754106 | — | 81,424 shares | $1,849,953 |
| Teva Pharmaceutical Industries | COM | M8769Q102 | — | 46,708 shares | $1,849,637 |
| Macys Inc | COM | 55616P104 | — | 80,887 shares | $1,841,797 |
| National Oilwell Varco Inc | COM | 62955J103 | — | 98,303 shares | $1,841,215 |
| Madison Square Garden Sports C | COM | 55825T103 | — | 4,532 shares | $1,836,412 |
| Zurn Elkay Water Solutions Cor | COM | 98983L108 | — | 39,453 shares | $1,833,388 |
| Alkermes Inc Plc | COM | G01767105 | — | 45,211 shares | $1,831,950 |
| Hunt J B Trans Services Inc | COM | 445658107 | — | 8,165 shares | $1,829,368 |
| Plexus Corp | COM | 729132100 | — | 7,005 shares | $1,827,955 |
| Armstrong World Inds | COM | 04247X102 | — | 11,283 shares | $1,827,099 |
| Texas Roadhouse Inc | COM | 882681109 | — | 11,680 shares | $1,826,034 |
| Mp Materials Corp Cl A | COM | 553368101 | — | 38,499 shares | $1,820,618 |
| Texas Pacific Land Corporation | COM | 88262P102 | — | 5,585 shares | $1,819,761 |
| Gates Industrial Corp Ltd | COM | G39104107 | — | 69,442 shares | $1,819,380 |
| Ralliant Corp | COM | 750940108 | — | 26,285 shares | $1,818,133 |
| Coca-Cola Consolidated Inc | COM | 191098102 | — | 9,590 shares | $1,815,099 |
| Victorias Secret and Co | COM | 926400102 | — | 20,480 shares | $1,811,661 |
| NVr Inc | COM | 62944T105 | — | 294 shares | $1,809,391 |
| Kirby Corp | COM | 497266106 | — | 13,761 shares | $1,806,131 |
| Kinsale Cap Group Inc | COM | 49714P108 | — | 5,576 shares | $1,799,654 |
| Tractor Supply Co | COM | 892356106 | — | 57,487 shares | $1,798,768 |